Great piece as always Ole. Owner operators and founders is this wooly but important metric that is impossible to quantify. In the end, we need to act as qualitative detectives digging through quotes, managerial decisions and leadership signals such as phrasing and incentives.
One aspect I've come to enjoy is how straight-forward management is in their discussion of the business. If they can break it down and not add a bunch of tropes or managerial new-speech that always gets me curious. Outside the usual suspects, I'd say AQ Group, Norbit, Paradox (since Wester came back) and Momentum Groups managers stick out in this regard.
Great piece as always Ole. Owner operators and founders is this wooly but important metric that is impossible to quantify. In the end, we need to act as qualitative detectives digging through quotes, managerial decisions and leadership signals such as phrasing and incentives.
One aspect I've come to enjoy is how straight-forward management is in their discussion of the business. If they can break it down and not add a bunch of tropes or managerial new-speech that always gets me curious. Outside the usual suspects, I'd say AQ Group, Norbit, Paradox (since Wester came back) and Momentum Groups managers stick out in this regard.
Thanks, and excellent points. Honesty seem to be rare among many managers, and few are better than those you mention.